inSitu Sales

Field sales, distribution and e-commerce management tool

4,7 /5 (12 reviews) Write a Review!

inSitu Sales Overview

What is inSitu Sales?

inSitu Sales is a cloud-based field sales, distribution and eCommerce management solution designed to help small to medium businesses manage and streamline processes for order taking, invoicing, and payments. With real-time data and GPS tracking functionality, it allows enterprises to closely monitor operations and communicate with field representatives, with the aim of improving operational efficiency.

Key features of inSitu Sales include billing, mobile payment processing, cataloging, routing and territory management. It enables sales teams to use the native mobile applications or eCommerce portal to create sales orders, estimates, and invoices in the field based on product information and pricing details provided by businesses. The platform comes with a communication module, which lets users create questionnaires or forms and add custom fields for text, photos and captured signatures in them. Enterprises can use the reporting functionality to generate surveys and reports after a complete analysis of inventory, marketing, sales, and delivery route data gathered on field tasks.

inSitu Sales facilitates integration with several third-party applications such as QuickBooks, Microsoft Excel, FreshBooks, SAP, and Xero. It provides native mobile applications for Android and iPhone devices for users to remotely upload content, which is then transferred to the server once internet is available.

inSitu Sales Overview

Pricing

Starting from
US$21,99/month

Pricing options

Free Trial
Subscription
Value for money

Pricing is available on monthly and annual subscriptions for the mobile application and B2B eCommerce portal. Starts at $24.99/month/user for the mobile application and $79.99/month for the B2B eCommerce portal. Save on your subscription cost when you purchase annually!


inSitu Sales Features

Devices
Business size
S M L
Markets
United States, United Kingdom
Supported Languages
English, Spanish

Media

inSitu Sales: manage inventory, price lists and product images
inSitu Sales: capture signatures and print invoices
inSitu Sales: integration with QuickBooks to facilitate invoicing
inSitu Sales video inSitu Sales screenshot: inSitu Sales: manage inventory, price lists and product images inSitu Sales screenshot: inSitu Sales: capture signatures and print invoices inSitu Sales screenshot: inSitu Sales: integration with QuickBooks to facilitate invoicing

inSitu Sales Reviews

inSitu Sales Reviews

Overall rating
4,7
/
5
Excellent
8

Very good
4

Average
0

Poor
0

Terrible
0

Value for Money
4,8
Features
4,3
Ease of Use
4,4
Customer Support
4,6
100% recommended this app
Douglas P.

A must have, for mobile account management.

InSitu Sales offers an outstanding software at a great price. The customer service is outstanding! We run and organize most aspects of our business from mobile billing, account info, routing, sales history and have it all sync with QuickBooks. After our old software was no longer being supported, the switch to InSitu Sales has helped to make us more efficient while providing the customer a detailed, professional invoice.


Jim B.

InsituSales saved my business

I was using a different product before that was designed for use on a PDA which was really a great product before Microsoft went to Windows 7. The developer decided to stop supporting it and I was left with nothing to do but start searching for a new product. I looked at a few things but they were all too expensive. Then I discovered InsituSales and thought I would give it a try.
Man am I glad I did.
At first there were some issues, but they were always there for me and whenever I asked them to add a feature or just show me how to do something they were on it.


Waqas K.

Overall positive


Oscar R.

Great app, save us a lot of working time!!!

Same a lot of working time entering the sales orders.
Improve our sales and the relation with our customers.
Able to organize better our sales catalogs.


Ken M.

Excellent Product for Field Sales and B2B Ecommerce!!!

We've just gotten started but already it has provided our field sales people with so much information at their finger tips and allows them to quickly respond to our customers questions.


Douglas P.
Industry: Retail
Company size: 2-10 Employees

A must have, for mobile account management.

Used Daily for 2+ years
Reviewed on 2019/05/22
Review Source: Capterra

InSitu Sales offers an outstanding software at a great price. The customer service is outstanding! We run and organize most aspects of our business from mobile billing, account info, routing, sales history and have it all sync with QuickBooks. After our old software was no longer being supported, the switch to InSitu Sales has helped to make us more efficient while providing the customer a detailed, professional invoice.

Pros

The customer service is outstanding! [SENSITIVE CONTENT HIDDEN] and his team truly care about making sure the software is doing exactly what you need it to do. The ability to customize certain aspects to work with the way we do business. The affordability of this software simply can't be beat.

Cons

The time to make certain changes in the software can be lengthy. Need more personal training on how to use new features in the system.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Jim B.
Industry: Pharmaceuticals
Company size: Self Employed

InsituSales saved my business

Used Daily for 2+ years
Reviewed on 2019/05/22
Review Source: Capterra

I was using a different product before that was designed for use on a PDA which was really a great product before Microsoft went to Windows 7. The developer decided to stop supporting it and I was left with nothing to do but start searching for a new product. I looked at a few things but they were all too expensive. Then I discovered InsituSales and thought I would give it a try.
Man am I glad I did.
At first there were some issues, but they were always there for me and whenever I asked them to add a feature or just show me how to do something they were on it.

Pros

Ease of everything. Customer service is very good. Price is Right.

Cons

I guess learning how to use it in the beginning, but once I got started it was a pleasure.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Waqas K.
Industry: Wholesale
Company size: 11-50 Employees

Overall positive

Used Weekly for 1-5 months
Reviewed on 2019/06/05
Review Source: Capterra

Pros

Easy to use
Customizable
Have a lot of options

Cons

You need to have good tablet (high processor) to keep buffering time down. We have over 3000 items and with the tablet we were using it was slow.

Response from inSitu Mobile Software

Thanks for the feedback.
Let me also address the performance comment. Large item lists requires more powerful tablets or smartphones. In the Android ecosystem is a bit more difficult but something with more than 3GB of RAM should work. In iOS devices the new iPads, iPhones (2018+) and iPad mini (2019) would be a good choice. Moreover, other factors such us multiple warehouse locations and price lists can slow the performance but with a powerful device should be ok.
Thanks again!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 6.0/10

Oscar R.
Industry: Wholesale
Company size: 11-50 Employees

Great app, save us a lot of working time!!!

Used Daily for 1+ year
Reviewed on 2019/05/23
Review Source: Capterra

Same a lot of working time entering the sales orders.
Improve our sales and the relation with our customers.
Able to organize better our sales catalogs.

Pros

Easy to use, and implement.
Very responsive customer service.
Help us to customize our company needs.
Communication in English and Spanish.
Reasonable monthly fee.

Cons

Need more features, but they update and improve the app constantly.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

Ken M.
Industry: Medical Devices
Company size: 11-50 Employees

Excellent Product for Field Sales and B2B Ecommerce!!!

Used Daily for 2+ years
Reviewed on 2019/05/23
Review Source: Capterra

We've just gotten started but already it has provided our field sales people with so much information at their finger tips and allows them to quickly respond to our customers questions.

Pros

This product does so many things for field sales people and does them well! It serves as a quoting, order taking, B2B ecommerce and even CRM tool. Synchronizes our field sales activities with our website and our inside office accounting software. The Insitu techincal support team are great! They work extremely hard to constantly improve their product with stronger features and functionality. We plan to continue to migrate all of our company divisions onto this system.

Cons

There are a few "bugs" but the Insitu team work tirelessly to fix them.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

User recommendation
8,6/10
Based on 12 user ratings
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inSitu Sales Pricing

inSitu Sales Pricing

Starting from
US$21,99/month
Free Trial
Subscription
Value for money

Pricing is available on monthly and annual subscriptions for the mobile application and B2B eCommerce portal. Starts at $24.99/month/user for the mobile application and $79.99/month for the B2B eCommerce portal. Save on your subscription cost when you purchase annually!

Pricing is available on monthly and annual subscriptions for the mobile application and B2B eCommerce portal. Starts at $24.99/month/user for the mobile application and $79.99/month for the B2B eCommerce portal. Save on your subscription cost when you purchase annually!

Value for Money
4,8/5
Based on 12 user ratings
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inSitu Sales Features

inSitu Sales Features

API
Access Control
Activity Dashboard
Automatic Notifications
Content Management
Customizable Branding
Customizable Templates
Data Import/Export
Drag & Drop Interface
Electronic Payments
Order Management
Product Catalog
Reporting & Statistics
SEO Management
Search Functionality
Social Media Integration
Template Management
Third Party Integration
Website Management
eCommerce Management
Features
4,3/5
Based on 12 user ratings
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Categories

Additional information for inSitu Sales

Additional information for inSitu Sales

Benefits

Whether you have reps in the field placing orders or drivers delivering your products, inSitu Sales gives them seamless and secure access to the data they need. Access inventory, custom pricing, print receipts and capture signatures. With your customer’s purchase history information, drive better sales and negotiations. With online and offline capabilities, inSitu Sales empowers your reps and drivers with the best tool for sales and delivery.

inSitu Sales FAQs

inSitu Sales FAQs

Below are some frequently asked questions for inSitu Sales.

Q. What type of pricing plans does inSitu Sales offer?

inSitu Sales offers the following pricing plans:

Starting from: US$21,99/month

Pricing model: Subscription

Free Trial: Available

Pricing is available on monthly and annual subscriptions for the mobile application and B2B eCommerce portal. Starts at $24.99/month/user for the mobile application and $79.99/month for the B2B eCommerce portal. Save on your subscription cost when you purchase annually!

Q. What are the main features of inSitu Sales?

We do not have any information about inSitu Sales features

Q. Who are the typical users of inSitu Sales?

inSitu Sales has the following typical customers:

Small Business, Mid Size Business

Q. What languages does inSitu Sales support?

inSitu Sales supports the following languages:

English, Spanish

Q. What type of pricing plans does inSitu Sales offer?

inSitu Sales has the following pricing plans:

Subscription

Q. Does inSitu Sales support mobile devices?

inSitu Sales supports the following devices:

Android, iPhone, iPad

Q. What other apps does inSitu Sales integrate with?

inSitu Sales integrates with the following applications:

Authorize.net, FreshBooks, Microsoft Excel, QuickBooks Online Advanced, SAP Business One, Stripe, Xero

Q. What level of support does inSitu Sales offer?

inSitu Sales offers the following support options:

Online Support, Phone Support